Prepare expert-evidence instructions and review draft planning reports
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- The tool writes no part of the letters of instruction and nothing into any expert's report: from the notice of refusal, the council's contentions and the DA file it lists which contention no expert has yet been instructed on, indexes the drawings, survey, consultant reports and planning controls each expert must be sent, and checks the letter the lawyer has written against the forum's expert code of conduct and the joint-report directions. On the draft reports it tables each expert's stated assumptions, the points where two reports diverge, and the plans, approvals or site data a report relies on but has not been provided.
- What the lawyer must review
- The lawyer writes each letter of instruction and checks in their own text that every question sits within that expert's field and answers a contention actually in issue, that each assumption stated is one the lawyer can prove on the evidence, and that nothing in the letter points the expert to the conclusion sought; the lawyer confirms the code of conduct is attached and acknowledged and that the indexed drawings and controls are the current versions. On the draft reports the lawyer reads each report against the table rather than relying on it, and decides personally which assumptions, divergences and gaps go back to the expert or are left for the conclave.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Potential support includes extracting and organising information and identifying points for review. Confirm the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Check the specialist’s assumptions, qualifications and limits. Obtain the relevant expert or specialist review before relying on a technical conclusion.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.